Company Notes

January 6, 2019

Not yet. Re-rating isnt imminent. Initiating with Neutral, PT $41

By Vasily Karasyov

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December 12, 2018

FY19 will NOT be like FY18; a closer look at puts and takes

By Vasily Karasyov

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November 30, 2018

The two things than can keep the stock from working are not that probable; BUY

By Vasily Karasyov

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November 28, 2018

Adjusted EPS estimates

By Vasily Karasyov

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November 19, 2018

Downgrading to N, low hanging fruit finished; the next bull case needs time

By Vasily Karasyov

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November 13, 2018

Model update

By Vasily Karasyov

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November 12, 2018

Model update

By Vasily Karasyov

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November 12, 2018

Model update

By Vasily Karasyov

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November 9, 2018

Plenty of growth ahead to turn around the sentiment

By Vasily Karasyov

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November 8, 2018

FIRST LOOK: wont be enough

By Vasily Karasyov

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November 8, 2018

FIRST LOOK: STARZ solid; Film Oibda ahead but can be timing again

By Vasily Karasyov

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November 8, 2018

G. Paltrow & Eminem, great expectations and gravity in the short term

By Vasily Karasyov

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November 7, 2018

A beat and a modest-ish raise

By Vasily Karasyov

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November 5, 2018

A film & TV studio on sale for 5x Ebitda (!); wont last forever, reiterate Buy

By Vasily Karasyov

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November 5, 2018

A film & TV studio on sale for 5x Ebitda (!); wont last forever, reiterate Buy

By Vasily Karasyov

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